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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $28,111 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,829 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 17 · EIN 31-0800053 | Pension Consulting | $300 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,897 | $46,360-18.3% | $147,617-74.3% | $52,331-27.6% |
| Participation rate | 90.6% | 64.9%+25.7pp | 84.6%+6.0pp | 68.1%+22.5pp |
| Annual return | -0.99% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,720 | $2,126+27.9% | $5,564-51.1% | $1,882+44.5% |
| Participant deferral / active EE | $2,731 | $2,258+21.0% | $4,895-44.2% | $3,022-9.6% |
| Admin fee / account holder | $1 | $766-99.9% | $11,612-100.0% | $592-99.8% |